Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.03K+ 0.71% |
$272K - $307K
|
431K
$39M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
19.9K+ 193.44% |
$1.79M - $2.02M
|
30.2K
$2.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.24KNew |
$201K - $226K
|
2.24K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 89.02% |
$1.35M - $1.52M
|
31.8K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
29.2KNew |
$2.62M - $2.96M
|
29.2K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$322K - $363K
|
3.58K
$324K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61.3K+ 136.72% |
$5.51M - $6.21M
|
106K
$9.6M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
59.8KNew |
$5.38M - $6.06M
|
59.8K
$5.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.09K- 66.31% |
$817K - $921K
|
4.62K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 24.16% |
$1.2M - $1.35M
|
41.7K
$3.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.3K+ 5.61% |
$117K - $132K
|
24.6K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
707+ 1812.82% |
$63.6K - $71.6K
|
746
$67.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
27.8K+ 317.92% |
$2.5M - $2.82M
|
36.6K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
408KNew |
$36.7M - $41.3M
|
408K
$36.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-75- 87.21% |
$6.74K - $7.6K
|
11
$995
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.74KNew |
$427K - $481K
|
4.74K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
879New |
$79K - $89.1K
|
879
$79.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.8K+ 63.11% |
$1.25M - $1.4M
|
35.8K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 4.06% |
$151K - $170K
|
39.8K
$3.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.23KNew |
$200K - $226K
|
2.23K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-279- 28.32% |
$25.1K - $28.3K
|
706
$63.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.25K- 50.42% |
$202K - $228K
|
2.21K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
19.6K+ 74.34% |
$1.77M - $1.99M
|
46.1K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
270K+ 15878.29% |
$24.3M - $27.4M
|
272K
$24.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-24- 0.09% |
$2.16K - $2.43K
|
27.2K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.66K+ 67.61% |
$598K - $674K
|
16.5K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-286- 4.04% |
$25.7K - $29K
|
6.79K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-180- 0.88% |
$16.2K - $18.2K
|
20.4K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.8K+ 28.45% |
$968K - $1.09M
|
48.6K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
29K+ 2887.54% |
$2.6M - $2.93M
|
30K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.97K- 14.14% |
$177K - $199K
|
12K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
62KNew |
$5.58M - $6.29M
|
62K
$5.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
BUY
|
- |
2.7KNew |
$242K - $273K
|
2.7K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
879+ 0.35% |
$79K - $89.1K
|
250K
$22.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
38.5KNew |
$3.46M - $3.9M
|
38.5K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.74K- 77.13% |
$336K - $379K
|
1.11K
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
807+ 9.75% |
$72.6K - $81.8K
|
9.09K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-83- 0.21% |
$7.46K - $8.41K
|
39K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.68K- 23.65% |
$691K - $778K
|
24.8K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$5.03K - $5.67K
|
56
$5.07K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
56.6KNew |
$5.09M - $5.74M
|
56.6K
$5.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
45.7K+ 29.91% |
$4.11M - $4.63M
|
198K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.68K+ 9.17% |
$780K - $879K
|
103K
$9.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
18.3K+ 75.12% |
$1.65M - $1.85M
|
42.7K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
50.8KNew |
$4.56M - $5.14M
|
50.8K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3.06K- 1.45% |
$275K - $310K
|
207K
$18.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.56% |
$212K - $239K
|
7.89K
$714K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.64K+ 69.95% |
$327K - $369K
|
8.85K
$800K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
423+ 14.19% |
$38K - $42.9K
|
3.4K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.64K+ 29.61% |
$147K - $166K
|
7.18K
$650K
|